Laurel Oak Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Laurel Oak Wealth Management’s Portfolio PSCT Stock Details PSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$746K	Sell	9,231 -211	-2%	-$16.9K	0.1%	153
2026 Q2	$873K	Sell	9,442 -783	-8%	-$61.1K	0.13%	138
2026 Q1	$614K	Hold	10,225	–	–	0.1%	160
2025 Q4	$579K	Buy	+10,225	New	+$582K	0.1%	167

Other funds holding PSCT

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Laurel Oak Wealth Management's PSCT Position: Q3 2026 in Review

Laurel Oak Wealth Management reduced its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 2.2% in Q3 2026, selling an estimated $16.9K and leaving 9,231 shares worth $746K. The position accounts for 0.1% of the portfolio, ranked #153.

Laurel Oak Wealth Management first reported a position in PSCT in Q4 2025 and has held it in 4 quarters since. The position peaked at $873K in Q2 2026. 29 funds tracked by Wall St. Rank hold PSCT as of Q3 2026.

Laurel Oak Wealth Management held 9,231 shares of Invesco S&P SmallCap Information Technology ETF worth $746K as of Q3 2026.
Laurel Oak Wealth Management sold 211 Invesco S&P SmallCap Information Technology ETF shares in Q3 2026, an estimated $16.9K.
Invesco S&P SmallCap Information Technology ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #153 holding.
Laurel Oak Wealth Management first reported a position in Invesco S&P SmallCap Information Technology ETF in Q4 2025 and has held it in 4 quarters since.
Laurel Oak Wealth Management's Invesco S&P SmallCap Information Technology ETF position peaked at $873K in Q2 2026.
29 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.